HI

Harbour Investments Portfolio holdings

AUM $4.41B
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.5B
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,705
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.7M
3
+$9.05M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.73M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$6.17M

Top Sells

1
+$24.1M
2
+$15.9M
3
+$8.28M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.07M

Sector Composition

1 Technology 4.98%
2 Financials 2.51%
3 Consumer Staples 2.26%
4 Consumer Discretionary 1.83%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$1.18K ﹤0.01%
23
3202
$1.17K ﹤0.01%
50
3203
$1.17K ﹤0.01%
238
3204
$1.17K ﹤0.01%
400
+100
3205
$1.17K ﹤0.01%
73
3206
$1.15K ﹤0.01%
1,711
3207
$1.15K ﹤0.01%
100
3208
$1.15K ﹤0.01%
+50
3209
$1.15K ﹤0.01%
80
3210
$1.15K ﹤0.01%
9
3211
$1.14K ﹤0.01%
100
3212
$1.13K ﹤0.01%
2
3213
$1.13K ﹤0.01%
+1,000
3214
$1.13K ﹤0.01%
339
3215
$1.13K ﹤0.01%
160
3216
$1.12K ﹤0.01%
50
3217
$1.12K ﹤0.01%
48
3218
$1.12K ﹤0.01%
50
+31
3219
$1.11K ﹤0.01%
15
-2,552
3220
$1.11K ﹤0.01%
51
3221
$1.11K ﹤0.01%
+1,000
3222
$1.1K ﹤0.01%
607
3223
$1.09K ﹤0.01%
45
-159
3224
$1.08K ﹤0.01%
88
3225
$1.07K ﹤0.01%
30
127 128
129
130 131